General information

Office (s)
Monterrey, MEX
Date Published
Thursday, September 15, 2022
Job ID

Description & Requirements

Epicor Software drives business growth.


We provide flexible, industryspecific software designed around the needs of our manufacturing, distribution, retail, and service industry customers. More than 40 years of experience with our customers’ unique operational requirements are built into every solution―in the cloud, hosted, or on premises. With this deep understanding of our customers industries, Epicor solutions manage complexity, increase efficiency, and free up resources to enable our customers to focus on growth.


Role Summary/Purpose:

The Finance Ops Analyst owns business processes and their execution within the Finance Operations group. Also, will manage all aspects of the quote-to-cash business process within the Finance Ops function, has ownership for process documentation, and interacts frequently with members of with adjoining functions.


Duties & Activities: 

  • Researches account inquiries, such as billing, delivery dates and contract adjustments, utilizing exceptional problem solving skills.
  • Responsible for setting up new contracts, creating labor categories and billing schedules in the Accounting system.
  • Responds to and resolves customer billing questions through research, interdepartmental communications, and analysis.
  • Processes all RMAs, ensuring product is unlicensed (if needed), all approvals are received, and product is returned.
  • Processes all account terminations.
  • Manages VAR accounts. Adds and cancels contracts according to VARs instructions. Creates licensing files and sends to the end user and resolves billing inquiries working one on one with the VAR.
  • Take leadership and ownership of projects and implementing new processes
  • Help improve processes and efficiencies
  • Lead, train and inspire other members of the team
  • Process improvement within the department and working with adjoining business functions.
  • Manages discrete business processes in billing, contract management or PS management


  • Fluent in written and verbal English
  • Must have advanced skills in MS Excel and ERP / data mgmt systems.
  • Demonstrates excellent customer service and communication skills
  • Proven track record for improving process efficiencies
  • Must be professional, have great attendance, be punctual, and a positive attitude
  • Quick learning ability
  • Strong task and time mgmt skills
  • Complex problem solving and analytical skills
  • Demonstrates strong leadership skills


  • 3+ years applicable experience and demonstrated success/knowledge
  • Bachelor’s degree (or equivalent experience)



Epicor Software Corporation is proud to be an equal opportunity/affirmative action employer.